Arion Guides
Role- and feature-based, diagram-led documentation for the Arion eCRF platform. Read them in the browser, or print any one to a clean A4 PDF.
Site User Guide
Day-to-day operational work from the site: registering patients, eligibility and enrolment, the casebook, visit order, queries, deviations and PI signature.
Study Builder Guide
Configuring a study: pages and fields, the non-blocking validation model, query generation, visits and ordering, the Lifecycle tab, SDV hierarchy and study-wide overrides, and publishing.
Source Data Verification Guide
How SDV works across Arion: study-wide strategy, additive field/page/visit configuration, eligibility review, review queues, discrepancies, signature, and lock.
Study Versioning & Amendments Guide
Changing a live study without destroying collected data: design versions and stamps, the amendment lifecycle, how changes are classified, retirement instead of deletion, restoring a retired field, and retrospective migration.
Exporting to PDF
Every guide is written to print as a proper document, not as a printed web page. Open a guide and use its Save as PDF button (or Cmd/Ctrl + P), then:
- Set Destination to “Save as PDF”.
- Set Paper size to A4 and leave margins on Default.
- Tick Background graphics — without it the diagrams and callouts lose their fills.
Printing drops the sidebar and buttons, forces the light palette regardless of your theme, starts each numbered section on a fresh page, and keeps diagrams, screenshots, tables and callouts from splitting across a page break.
The concept diagrams are hand-built inline SVG using the same brand tokens and visual language as the diagrams on the public website (packages/web/components/diagrams). Because every colour is a CSS custom property, each diagram is theme-aware and print-aware for free.
Adding a guide
Copy an existing guide as the template — the structure is deliberately repetitive so a new one is mostly content. Link assets/guide.css and assets/guide.js, keep the .shell / .sidebar / .main skeleton, number sections with <section class="section" id="sN">, and add a card to this page.
Screenshots live in assets/screens/. A figure whose image is missing renders as a labelled “capture to be provided” slot rather than a broken image, so a guide stays presentable while captures are still being collected.